Marketing Your Tax Practice

As the end of the year approaches, it’s time to think about how to get profitable new clients to know, like, and trust you for the upcoming tax season. Here are some tips to help you get your marketing ship in shape so you can enjoy your most profitable tax...

Referrals – Ask Early, Ask Often

I was talking to a small business owner today about referral marketing when I commented that he had gotten good at asking for referrals often, but he didn’t ask for them early enough. To have a successful referral marketing system, you need to expect referrals....

Referrals as a Leading Indicator

Usually when I post about referrals, it is in the context of marketing strategy. While having a referral system is a great marketing strategy, customer referrals are also a good leading indicator that you are delighting customers. Leading indicators are important...

Arm Your Volunteer Sales Force

Not getting the right kind of referrals is a common frustration for small business owners. In order to get the kind of referrals you want, you have to take the time to teach your referral sources how to spot your ideal prospect. Even though people love to give...